TOPC vs JEPI

ATOPC

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · JEPI $14,510

Lowest cost0.03%IVV · $3 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common43.0%TOPC and JEPI

iShares S&P 500 3% Capped ETF · $33MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.02%12-mo yield$102 · $786 on $10k7.86%

Cards for this view

TOPC

iShares S&P 500 3% Capped

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureTOPCJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.02%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y13.3%9.0%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M

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